Form D · Hedge Fund

Alpine Heritage Offshore Fund Ltd.

Palm Beach, FL · CIK 0001522252

Offering snapshot reported Feb 20, 2026 · SEC filing

Reported sold: $393M
Investors reported: 74
Minimum accepted: $0
First sale: Jun 1, 2011

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Feb 20, 2026	Initial	$392,647,210	No comparison	74	SEC filing
Feb 21, 2025	Amendment	$392,647,210	$3,805,376vs Feb 23, 2024	74	SEC filing
Feb 23, 2024	Amendment	$388,841,834	$18,000vs Feb 24, 2023	73	SEC filing
Feb 24, 2023	Amendment	$388,823,834	$31,556,269vs Feb 25, 2022	73	SEC filing
Feb 25, 2022	Amendment	$357,267,565	$32,650,000vs Feb 26, 2021	66	SEC filing
Feb 26, 2021	Amendment	$324,617,565	$14,588,603vs Feb 28, 2020	63	SEC filing
Feb 28, 2020	Amendment	$310,028,962	$10,965,350vs Mar 1, 2019	61	SEC filing
Mar 1, 2019	Amendment	$299,063,612	$695,000vs Mar 5, 2018	48	SEC filing
Mar 5, 2018	Initial	$298,368,612	No comparison	46	SEC filing
Mar 3, 2017	Initial	$277,469,570	No comparison	44	SEC filing
Mar 3, 2016	Initial	$241,707,435	No comparison	43	SEC filing
Mar 4, 2015	Amendment	$225,272,447	$18,649,275vs Mar 4, 2014	37	SEC filing
Mar 4, 2014	Amendment	$206,623,172	$264,000vs Mar 5, 2013	34	SEC filing
Mar 5, 2013	Amendment	$206,359,172	$50,087,296vs Mar 6, 2012	33	SEC filing
Mar 6, 2012	Amendment	$156,271,876	$111,771,876vs Jun 10, 2011	22	SEC filing
Jun 10, 2011	Initial	$44,500,000	No comparison	11	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-574150

Source: Form D, filed Feb 20, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

ALPINE HERITAGE OFFSHORE FUND LTD.

Investment adviser: ALPINE ASSOCIATES MANAGEMENT INC.

Gross asset value: $131M
Beneficial owners: 16
ADV minimum commitment: $100K

Reported in Form ADV on Mar 26, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator JP MORGAN CHASE BANK, N.A. BROOKLYN, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG LLP NEW YORK, New York, United States

Custodian CITIGROUP GLOBAL MARKETS INC. NEW YORK, New York, United States Related to adviser: No

Custodian JP MORGAN CHASE BANK, N.A. BROOKLYN, New York, United States Related to adviser: No

Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No

Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No

Custodian UBS SECURITIES LLC NEW YORK, New York, United States Related to adviser: No

Marketer EQUUS FINANCIAL CONSULTING LLC NEW CANAAN, Connecticut, United States Related to adviser: No

Marketer KBFG SECURITIES AMERICA INC. NEW YORK, New York, United States Related to adviser: No

Marketer KPG CAPITAL PARTNERS, LLC PARK CITY, Utah, United States Related to adviser: No

Marketer OLD CITY SECURITIES LLC NEW YORK, New York, United States Related to adviser: No

Marketer OSAIC WEALTH, INC. SCOTTSDALE, Arizona, United States Related to adviser: No

Marketer STRATEGIC INVESTMENTS GROUP LIMITED LONDON, United Kingdom Related to adviser: No

Marketer TIMECAPITAL SECURITIES CORPORATION PORT JEFFERSON STATION, New York, United States Related to adviser: No

Prime broker CITIGROUP GLOBAL MARKETS INC. NEW YORK, New York, United States

Prime broker J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States

Prime broker PERSHING LLC JERSEY CITY, New Jersey, United States

Prime broker UBS SECURITIES LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

KPMG LLP
PCAOB 185

CITIGROUP GLOBAL MARKETS INC.
SEC 8-8177

J.P. MORGAN SECURITIES LLC
SEC 8-35008

PERSHING LLC
SEC 8-17574

UBS SECURITIES LLC
SEC 8-22651

EQUUS FINANCIAL CONSULTING LLC
CRD 131449 · SEC 8-66467

KBFG SECURITIES AMERICA INC.
CRD 39356 · SEC 8-48651

KPG CAPITAL PARTNERS, LLC
CRD 165392 · SEC 8-69158

OLD CITY SECURITIES LLC
CRD 171910 · SEC 8-69488

OSAIC WEALTH, INC.
CRD 23131 · SEC 801-54859

TIMECAPITAL SECURITIES CORPORATION
CRD 6845 · SEC 8-18248

CITIGROUP GLOBAL MARKETS INC.
CRD 7059 · SEC 8-8177

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 8-35008

PERSHING LLC
CRD 7560 · SEC 8-17574

UBS SECURITIES LLC
CRD 7654 · SEC 8-22651

Filing source

Form ADV 2072428 · Mar 26, 2026 · Schedule D 7.B.(1), fund 805-7156167176

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Parker Blake	Executive
Angela D'onofrio	Executive
Frank Fiorello	Executive
Ian Goodall	Director
Christian Marzullo	Executive
Todd Mason	Executive
Ebony Myles Berry	Director
Neal Post	Executive
Gerald Post	Executive
Geoff Ruddick	Director
Michael Smircich	Executive
Ruan Van Vuuren	Director
Robert Zoellner	Director
Robert Zoellner, Jr.	Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

249 Royal Palm Way Suite 400
Palm Beach, FL, 33480